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Get your taxes done using TurboTax
"because the 1099-R shows a rollover and no tax"
Please tell us HOW the 1099-R shows a rollover. You are describing a simple case, so there is some piece of information very obvious to you (who can see your forms) that is eluding us.
Also, I am curious...what is the number in 5b? Is it less than 5a? the same? Did you have any other 1099-Rs?
Also, what type of account are you distributing from with this 1099-R (IRA, 401-K, Roth, etc?) and to what type of account are you rolling this over to?
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‎February 23, 2026
11:31 AM